Introduction: Order By Project flow

Table of Contents

• Introduction

• Overview of the Workflow

Introduction

If you are looking to order for a specific project, the Order by Project (OBP) journey is designed to help you order the necessary hardware components for a sold system before installation. This journey is facilitated through the Hardware tab within a project and is organised into three distinct stages: Review Quote, Submit Order, and Manage Order.

Overview of the Workflow

Component Selector

In Project > Design > Design Tool, you can select and add components to your design using the component selector. The updated component selector helps you:

• Choose which source to use for costs

• Decide where to purchase your components

• Automatically pull cost data from the selected source into your calculations

These costs feed directly into your pricing model and help generate your final purchase price (assuming you are using a markup pricing scheme).

RHS Design BOM

While designing, you can expand the Bill of Materials drawer on the right-hand side of the Design page to confirm that components have been successfully added to your design.

From here, you can:

• Quickly change the cost source of a component without re-opening the component selector

• Verify real-time updates as you make adjustments

This is a convenient way to manage component sources without interrupting your design workflow.

COGS Override Modal

Once your design is complete and you’re ready to review Cost of Goods Sold (COGS) in the Price Breakdown, click the Customise Hardware Cost button to open the COGS Override Modal.

This modal allows you to:

• Review the full list of components and their cost sources

• Bulk change the source for all components at once

• Override or customise a component’s cost per unit for the specific project

  • Changes made here do not affect the original cost per unit set in Control > Design & Hardware; they apply only to the current project.

Hardware tab – First Stage: Review Quote

Once a sold system is confirmed in the Manage page > Sale section, the Hardware tab will automatically generate and display the sold system’s Bill of Materials (BOM). In this stage, you can:

• Review the hardware components included in the sold system

• Confirm the required quantities

• View the purchasing source for each component

• Validate hardware pricing pulled from your selected distributor

Note: The BOM table in the Hardware tab is always available before selling as well. As long as you’ve designed a system in the Design page, all created systems will be reflected in the Hardware tab for review. This allows you to check the BOM at any stage, not only after a system is sold.

Hardware tab – Second Stage: Submit Order

After reviewing and confirming the BOM, proceed to the checkout step. From here, you can place an order with a single distributor or multiple distributors, depending on the BOM configuration (the number of distributor sources applied across the components in the table).

Hardware tab – Final Stage: Manage Order

Once your order is submitted, you'll be redirected to the Post Order page. This interface enables you and your installation team to:

• Verify that the order has been successfully placed

• Track the status of the order manually

• Review the incoming purchase order

• Coordinate installation based on ordered items